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Wealth review
A wealth review does not list what you own: it puts a figure on what it costs you.
Assessment, audit, or diagnosis: all three words refer to the same work. We gather your contracts, accounts, assets, and companies, then we quantify four things: the taxes you pay, the expenses you incur, what your loved ones would receive, and what could be done differently.
to submit a assurance-vie or PER statement in the free radiography: the first reading of your expenses, without an appointment.
Income tax and IFI, contract fees, inheritance, family protection: each costed in euros.
for the wealth review ordered in your account, stated before any commitment.
What it contains
Four sections, each in euros.
How it is done
Three steps, from X-ray to action plan.
1. Reading
You upload your statements and tax notices to your account.
2. The exchange
A meeting to understand your plans, your family, your schedule.
3. The review
Analysis of the four components and the quantified scenarios.
Simulators
Run the numbers with your own figures.
Frequently asked questions
What we are being asked to do.
Review, audit, diagnosis: what's the difference?
None of them differ in substance: all three refer to a quantified assessment of your assets. The tax assessment is the first of the four components; the audit is the term often used for an executive's assets.
How much does a wealth review cost?
A review of your contracts is free. The wealth assessment can be ordered in your online account at a fixed price, which is quoted before any commitment. A customized service, beyond the assessment, is billed at €500 including VAT per hour, and contracts taken out through us are subject to commissions, detailed in the client onboarding document.
What documents should I prepare?
Your latest tax assessment, annual statements for your assurance-vie and retirement savings plans (PER), property deeds or the latest valuations of your assets, your company's articles of incorporation, and, if applicable, your marriage contract. Everything can be uploaded to your account in 2 minutes per document.
